FSA_SUMMARY

(SQL Table)
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FSA Year-to-Date Claims Data

This record holds year-to-date information regarding the submission, approval, and reimbursement of FSA claims. These values are maintained by the on-line FSA Claims Entry components and by the FSA Claims processing programs.

  • Parent record: PERSON
  • # PeopleSoft Field Name PeopleSoft Field Type Database Column Type Description
    1 EMPLID Character(11) VARCHAR2(11) NOT NULL Employee ID

    Prompt Table: PERSON

    2 PLAN_TYPE Character(2) VARCHAR2(2) NOT NULL Identifies a category of benefit plan, such as Medical, Dental, and Life (Insurance). A set of plan type codes, as well as rules for creating new codes, is provided by PeopleSoft. Plan Type codes determine how the system processes and defines eligibility for the various benefit plans.
    3 BALANCE_YEAR Number(4,0) SMALLINT NOT NULL Balances for Year
    4 FSA_SUB_AMT_YTD Signed Number(10,2) DECIMAL(8,2) NOT NULL FSA Submitted Amount YTD
    5 FSA_APR_AMT_YTD Signed Number(10,2) DECIMAL(8,2) NOT NULL FSA Approved Amount YTD
    6 FSA_PD_AMT_YTD Signed Number(10,2) DECIMAL(8,2) NOT NULL FSA Paid Amount YTD
    7 FSA_CARRYOVER_CALC Signed Number(10,2) DECIMAL(8,2) NOT NULL This is the calculated carryover amount. The calculation is done in the current year and the value becomes (minus carryover amount already used fsa_carry_used) carryover amount for the new year.
    8 FSA_CARRY_USED Signed Number(10,2) DECIMAL(8,2) NOT NULL The amount the carryover that is used prior to moving the carryover amount into the new year.
    9 FSA_CARRYOVER_AMT Signed Number(10,2) DECIMAL(8,2) NOT NULL employee annual carryover amount which cannot exceed the FSA carryover limit. This amount is display only on the ee Spending account page.
    10 FSA_ADJUST_YTD Signed Number(10,2) DECIMAL(8,2) NOT NULL The FSA ytd adjustment amount